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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
501
Bridges Investment Management
Nebraska
$393K – – –
GKWIM
502
Gerber Kawasaki Wealth & Investment Management
California
$389K +$1.66K +38 +0.4%
MCM
503
M1 Capital Management
Michigan
$387K – – –
CSIC
504
Clifford Swan Investment Counsel
California
$382K – – –
AG
505
AlTi Global
New York
$381K – – –
LFAS
506
Level Four Advisory Services
Texas
$381K +$1K +23 +0.3%
BSG
507
Black Swift Group
Colorado
$380K +$370K +8,500 New
GWM
508
GDS Wealth Management
Texas
$379K – – –
NOI
509
Newton One Investments
Delaware
$375K +$1.52K +35 +0.4%
FWTB
510
First Western Trust Bank
Colorado
$375K -$68.3K -1,568 -16%
WCM
511
Warburton Capital Management
Oklahoma
$373K +$1.61K +37 +0.4%
PWS
512
Physician Wealth Solutions
Nevada
$371K – – –
WT
513
Whittier Trust
California
$371K – – –
SEIA
514
Signature Estate & Investment Advisors
California
$367K +$42.6K +978 +14%
BCM
515
Brookstone Capital Management
Illinois
$367K +$4.44K +102 +1%
RWM
516
Rockwood Wealth Management
Pennsylvania
$361K – – –
MHWM
517
Montz Harcus Wealth Management
Louisiana
$358K +$1.52K +35 +0.4%
FOA
518
Five Oceans Advisors
California
$355K – – –
OC
519
Optima Capital
Oregon
$354K – – –
RI
520
Ridgewood Investments
New Jersey
$350K +$436 +10 +0.1%
IWS
521
Integrity Wealth Solutions
Colorado
$345K +$1.48K +34 +0.4%
PPWM
522
PFG Private Wealth Management
Florida
$345K +$336K +7,726 New
TNBTD
523
Trustmark National Bank Trust Department
Mississippi
$344K – – –
LFP
524
Leeward Financial Partners
Washington
$343K -$33.1K -760 -9%
PPW
525
Pasadena Private Wealth
California
$342K – – –